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How to tell if a 1996 investment holding is a PEP/ISA
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kiligirl2
Posts: 1 Newbie
Hi i am wondering if there is a way to tell if an investment holding bought in 1996 is a PEP/ISA. I think it is but want to make sure. There is no way of telling just by looking at the documents. Thanks in advance.
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Comments
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It would have been a PEP at the time of purchase as ISAs were not introduced until 1999. However, PEPS become reclassified as ISAs. (that assumes that you held it in a tax wrapper and not unwrapped).I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0
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Surely you've received some statements, updates, correspondence etc since 1996. What do they show?kiligirl2 said:Hi i am wondering if there is a way to tell if an investment holding bought in 1996 is a PEP/ISA. I think it is but want to make sure. There is no way of telling just by looking at the documents. Thanks in advance.1
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